Ryan Thimjon is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Prior to joining RBC in 2025, he worked at Korn Ferry for eight years and Feltl and Co for three years. Outside of advisory work, Thimjon serves on the board of directors for the homeowners association of his condominium building. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Addie Ng is a financial advisor with Equitable Advisors in Maple Grove, MN, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she owns Source One Insurance Agency and provides accounting services through Addie H. Ng & Associates. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through various third-party managers and employs a hybrid referral and implementation model to tailor services to client goals and risk tolerance.

Isaac Moin is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Thrivent, his work experience includes various roles unrelated to finance, such as involvement with local basketball organizations and positions in the food service and landscaping industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan, while maintaining the separation of planning and investment management.

Anthony Greniuk is a financial advisor with Charles Schwab in Elk River, MN, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at UBS Financial Services, Prosperity Capital Advisors, and MerCap Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

David Hitchcock is a CFP® and ChFC® with 35 years of industry experience. He has worked at OSAIC since 2026 and previously spent over two decades at G.A. Repple & Company and Northtown Capital Strategies. Hitchcock has also been self-employed since 1989. OSAIC serves a broad client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and portfolio management, utilizing proprietary tools and third-party platforms to construct diversified investment portfolios.

Stephen Branham is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN, holding a Series 63 credential and 36 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firms since 2004. Outside of his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions, including proprietary and third-party models, across multiple platform arrangements with both discretionary and non-discretionary strategies.

Glenn Stewart is a financial advisor with Ameriprise, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

Robert Harris is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1996 and continues to work with Ameriprise in Stillwater, MN. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor input and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Borchert is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Borchert is a co-owner and managing partner of PASJ LLC, a pass-through entity that supports the management and operations of his financial practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver detailed, non-discretionary recommendation reports that incorporate sophisticated modeling and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Bradley Melby is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 30 years. Outside of his advisory role, Melby is involved in consulting and organizational support for several business entities and holds the original story rights for an independent film production company. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to deliver these services through a centralized consulting team in partnership with its financial advisors.

Erica Williams is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, she worked for Stifel Nicolaus for 10 years. Outside of her advisory work, she has been involved with Perrella Enterprises, operating Sammy's Pizza and Restaurant. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gavin Burns is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Hallett Financial, Bremer Bank, and Raymond James Financial Services Advisors Inc. Outside of his advisory role, he has advised clients at Bremer Bank. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Thomas Becker is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2006 and also works at Data Recognition Corporation. Becker is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Mason Schuler is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 66 licenses. He has one year of industry experience and has previously worked at several firms, including elk Marketing and Quad Logic. Outside of his advisory role, Mason is a business owner of Schuler LLC, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and advanced technologies across its discretionary and non-discretionary management services.

Joshua De Bilzan is a CFP® professional with 23 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2001 to 2020. He is based in White Bear Lake, MN, and holds a Series 66 license. Outside of his advisory role, he participates as a speaker at local schools and helps facilitate the Dave Ramsey Financial Peace University classes at Eagle Brook Church. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, leveraging algorithmic automation overseen by a dedicated team, while emphasizing funds from affiliated firms.

Andres Herrera is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Walser Automotive, Reynolds Logistics, Morries Automotive, and CBRE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Omotayo Famodu is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, Famodu’s work history includes roles at Wells Fargo Bank and several other firms, as well as experience in the restaurant industry and education. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Crystal Hatteberg is a financial advisor at OSAIC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Royal Alliance Associates, Cetera Advisor Networks, and Stevens Foster Financial Advisors. She also serves as Chief Operating Officer and Director of Operations for Eagle Creek Financial Advisors, a financial planning business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across a range of asset classes.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving clients at their Arden Hills, MN office. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by dedicated committees and emphasizes the use of affiliated funds within its product-selection process.